PQUS · Exit · 1d
weight 0.170% → 0 (exited)·stock up 6.6% in the 30 days before
Jul 31·entry $385.16·now $417.84
+8.48%
since Jul 31
AMGN
GrowthAMGEN INC
Amgen Inc. discovers, develops, manufactures, and delivers human therapeutics worldwide.
Close · 3M
+20.09%
Held by 0 AI ETFs
None of the tracked AI ETFs currently hold this name.
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals2
Win rate100% (2/2)
Avg buy return+23.91%
PQUS · Weight decrease · 2d
weight 0.270% → 0.210% (-0.060 pp)·stock up 5.3% in the 30 days before
Jul 17·entry $366.29·now $417.84
+14.07%
since Jul 17
PQUS · Weight increase · 2d
weight 0.270% → 0.290% (+0.020 pp)·stock up 5.6% in the 30 days before
Jun 7·entry $345.73·now $417.84Chased
+20.86%
since Jun 7
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jul 5
AI ETF AIEQ is exiting its position in Amgen, aligning with this value investing framework's 'Fail' verdict due to financial health and valuation concerns. However, QRFT is increasing its weight and PQUS is holding, indicating mixed signals from the AI ETFs that diverge from the framework's assessment.
- Circle of CompetenceAmgen's established portfolio of patented drugs and diverse therapeutic areas allow for reasonable long-term cash flow projections, despite the inherent risks of R&D and patent expiration in biotechnology.
- Economic MoatAmgen possesses a durable economic moat primarily through its extensive portfolio of patented drugs, high regulatory barriers to entry, and significant scale in R&D and manufacturing.
- ManagementThe provided financial data does not offer sufficient information to evaluate management's candor, capital allocation discipline, or personal investment in the company.
- Financial HealthWhile the current ROE is very high, the absence of a 10-year ROE history, operating margin trend, and sufficient detail on debt and owner earnings prevents a conclusive assessment of long-term financial health.
- Margin of SafetyWith a P/E of 25.41, P/B of 20.36, and EV/EBITDA of 28.32, Amgen's current price does not present a clear margin of safety against a conservative estimate of its intrinsic value.
The analysis finds Amgen possesses a strong economic moat due to its patented drug portfolio and high regulatory barriers, and its business model suggests reasonable predictability for long-term cash flow projections. However, the assessment identifies significant concerns regarding financial health, primarily due to insufficient data to confirm the 10-year ROE criterion and a lack of clarity on debt structure and owner earnings. Furthermore, the current valuation multiples suggest the stock is trading at a premium, leaving no discernible margin of safety for investors.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.